See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,782 | $102,966-97.3% | $90,281-96.9% | $152,861-98.2% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 37.20% | 95.16%-58.0pp | 78.10%-40.9pp | 345.32%-308.1pp |
| Employer contribution / active EE | $323 | $3,139-89.7% | $2,854-88.7% | $4,762-93.2% |
| Participant deferral / active EE | $1,267 | $4,281-70.4% | $3,885-67.4% | $5,850-78.3% |
| Admin fee / account holder | $255 | $6,171-95.9% | $5,351-95.2% | $11,596-97.8% |